Planned Giving

Becoming a Donor

You can make a gift to The Women’s Fund of Greater Birmingham at any time and in any amount. You can make a gift on your own, to honor another person, or as a memorial to a friend or loved one.
For an immediate gift, mail your check to The Women’s Fund of Greater Birmingham, 2100 First Avenue North, Suite 705, Birmingham AL 35203 or Donate Now.
If you wish to use stock or another asset for your gift or if you wish to include a bequest to The Women’s Fund in your will, please call 205-327-3823 or contact Mary Lee Rice.

Gifts that go to work IMMEDIATELY:

  • Cash
  • Securities – For both closely held stock and publicly traded stock, the donor’s charitable deduction is based on the full market value at the time of the gift. Such a gift avoids capital gains tax on the stock’s appreciation.
  • Real Estate – The Community Foundation of Greater Birmingham can help you donate real estate to The Women’s Fund. Visit www.givingrealestate.org for more information.
  • Charitable Lead Trust – The donor can name The Women’s Fund as the “leading” interest in his or her trust. After a period of time, the property in the trust passes to or continues in trust for others, usually the donor’s children or grandchildren. Please call us for more information.
  • Other readily converted assets - We follow the gift acceptance policy of The Community Foundation of Greater Birmingham.

Gifts that go to work IN THE FUTURE:

  • Bequest through a will or trust – We will be happy to supply examples of will language.
  • IRA or Qualified Retirement Plan – The donor names The Women’s Fund of Greater Birmingham as primary or secondary beneficiary of his or her retirement plan, avoiding both income tax and estate taxation of these assets.
  • Life Insurance – The donor earns an immediate tax deduction, and any additional premium payments also are deductible.
  • Charitable Remainder Trust – The donor and/or other named beneficiaries retain a life income and earn immediate and long-term tax benefits. Upon termination of the trust, assets go to The Women’s Fund.
  • Charitable Gift Annuity – This is a gift which provides income for the donor (or a designated individual) during his or her lifetime, based on an annuity contract. Please call us for the payout rate, based on the age and number of annuitants.

    Donate Now